Keri North Email and Phone Number
Keri North work email
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Keri North personal email
I am an analytical professional with demonstrated skills in analyzing operational processes and executing data-driven solutions to achieve organizational goals while managing projects throughout all phases. I have strong expertise in performing methodical business process analysis, translating results into understandable terms, specifying areas of improvement, and recommending novel solutions to support corporate objectives. I have the ability to plan and lead project teams for effective and fast implementation of process improvement solutions while removing barriers and spotting opportunities to improve efficiency. I excel at connecting with cross-functional decision makers and acquiring necessary and relevant information to inform and direct goal-oriented business solutions. I am widely recognized as a focused team leader, strategic problem solver, and critical thinker, thriving in fast-paced environments. I possess hands-on operating style with demonstrated expertise in driving long-term system integration strategies for high-profile projects. I am equipped with exceptional multitasking skills and capability to align resources, remove barriers, resolve conflicts, and motivate team members across multiple initiatives concurrently.πFollowing are some of the highlights of my career: π Monitored hourly cycles of incoming/outgoing full and partial ACAT transfers, fail reversals, mutual fund cleanups, and residual transfers to address emerging issues.π Updated departmental handbook by identifying specific processes and creating accurate documentation: published in new edition of organization handbook. π Assessed details of employee separation and executed state laws and regulations in response to unemployment documents.π Provided accurate information for both internal branch clients and external customers in line with supervisor's active call review while managing a caseload of 50 calls a day. I excel at balancing multiple tasks within deadline-driven environments while providing top-level organization and communication skills and improving administrative systems. Want to know more about my experience, passion, areas of expertise, or the improvements I can make to your organization? Connect with me at: π§ keri.a.north@gmail.com
Fits Consulting
View- Website:
- fits-inc.com
- Employees:
- 50
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ConsultantFits Consulting Sep 2024 - Present
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Administrative AssistantRetire Once Financial Management Sep 2023 - Jul 2024O'Fallon, Missouri, United States
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Operations Support Specialist-LeadCiti Aug 2022 - Sep 2023Currently, I analyze supporting documentation and authorize routine BAU general ledger, sub-ledger, client posting financials, and wire instructions for settlement processes. I review Avoka disputes to identify and report fraudulent activities. Highlights of accomplishment in this role include:β’ Delivered best-in-class customer experience by understanding individual requirements and recommending customized solutions.β’ Reduced errors in books by conducting reconciliations and performing corrective entries to maximize accuracy and transparency of information. -
ConsultantFits Consulting Oct 2021 - Jun 2022St Louis, Missouri, United StatesIn this role, I analyzed outgoing transfers in Automated Customer Account Transfer system to authorize transactions. I managed incoming transfer requests and documentation to discard incomplete requests and communicate outstanding issues. I reviewed trading reports for outgoing account transfers to identify and reject transfers with potential of short positions. I scrutinized outgoing transfers with position locations and held back re-registration fees for accounts with alternative investments. I monitored outgoing transfers for the Axos Advisory Services account to ensure resubmission through appropriate clearing number.Highlights of accomplishments in this role include:β’ Prepared reports of outgoing and incoming transfer settlements for current and following business days to executive leadership.
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Claims AnalystExperian Mar 2020 - Oct 2021United StatesWhile working as Claims Analyst, I built and strengthened productive relationships with clients by resolving individual concerns and providing high-quality customer service. I analyzed and prioritized unemployment claims, questionnaires, determinations, and unemployment data to evaluate responses. I delivered comprehensive guidance to clients on unemployment and appeal procedures. Highlights of accomplishments in this role include:β’ Received positive feedback from clients and recognized twice by Experian in 18 months for providing excellent customer service. -
Claims SpecialistEquifax Feb 2019 - Mar 2020United StatesIn this role, I updated claims, questionnaires, and unemployment-related documents into a database while following confidentiality guidelines. I supported cross-training of individuals on state laws. I selected as peer shadow for new analysts and established performance benchmarks for training new employees.Highlights of accomplishments in this role include:β’ Recognized as Top Performer for closing multiple claims without error/incident and outperforming productivity metrics and KPIs. -
Service Specialist Ii ContractorEdward Jones Jun 2018 - Feb 2019Greater St. Louis AreaWith this organization, I responded to estate calls from branch teams and back-office departments to provide outstanding service. I supported branch teams with processing of estate transfers for deceased clientsβ accounts. I identified and addressed service tickets related to estate processing. I Facilitated branch teams in updating beneficiary information on client accounts.Highlights of accomplishments in this role include:β’ Supported end-to-end management of migration project from former Edward Jones to the new site while finalizing deliverables within predefined time and quality constraints. -
Outgoing Account Transfers SpecialistScottrade Nov 2016 - May 2018Greater St. Louis AreaWhile working as Outgoing Account Transfers Specialist, I restructured policies and procedures manual for outgoing transfer department to ensure strict compliance with FINRA guidelines. I organized engaging training sessions to instruct 10 peers on best practices. I compiled and disbursed daily cycles and end-of-day reports for individual processing. I maintained consistent engagement with branch, service center personnel, and contra firms to communicate clientβs intent for transfer. I acted as SME for outgoing transfers in advisor Services line of business.Highlights of accomplishments in this role include:β’ Validated and settled outgoing full, partial, and residual transfers on Automated Customer Account Transfer system. β’ Received multiple promotions, including Account Transfer Representative, Senior Outgoing Account Transfer Representative, and Outgoing Account Transfers Specialist. -
Outgoing Account Transfers AssociateScottrade Jun 2014 - Jul 2015St LouisIn this role, I reviewed, validated and fully settled outgoing full, partial and residual transfers on the Automated Customer Account Transfer system. Processed outgoing non ACAT transfers and sent out rejection letters for requests not in good order.Prepared, distributed and processed cycle and end of day ACAT reports.Processed charitable gifts for clients. Communicated with branch, service center personnel and contra firms via email and phone regarding clientβs intent to transfer and transfer statuses.Served as a main contact for outgoing transfers in the Advisor Services line of business.Provided the Advisor Services executive team with a quarterly report of outgoing assets.
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Bank Deposit AssociateScottrade Apr 2011 - Jun 2014In this capacity, I designed and implemented robust department procedures to improve program integrity. I performed extensive audits of accounts to ensure accuracy of account statement content and interest recalculations. I reconciled account data between Scottrade and program vendor to identify and adjust discrepancies. I maintained accurate department KPIs and Full Sell spreadsheets to meet emerging data requirements. I oversaw quality assurance (QA) tests for multiple projects to ensure seamless implementation.Highlights of accomplishments in this role include:β’ Updated department technical manuals, policies, and procedures by utilizing outstanding analytical and management expertise.
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Personal AssistantAbove All Personnel Jan 2009 - 2014As a Personal Assistant, I aided the former founder of the National Clearinghouse on Marital and Date Rape with a variety of administrative duties and personal duties. Supported client with recruiting to fill two positions at the University of Missouri β St. Louis.Reviewed resumes and application materials. Aided with creating and updating job descriptions and ads for review by client and the University of Missouri β St. Louis. Administered record retention of applicant materials and interview documentation.Scheduled interviews with prospective candidates, assisted with note taking during interviews. Completed application evaluation forms post interview.
Keri North Education Details
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Liberal Arts And Sciences, General Studies And Humanities With Minor In Business & Spanish
Frequently Asked Questions about Keri North
What company does Keri North work for?
Keri North works for Fits Consulting
What is Keri North's role at the current company?
Keri North's current role is Operations Analyst with proven success in streamlining operations and leading continuous improvement efforts..
What is Keri North's email address?
Keri North's email address is ke****@****oup.com
What schools did Keri North attend?
Keri North attended University Of Missouri-Saint Louis.
Who are Keri North's colleagues?
Keri North's colleagues are Patrick Kirby, Wayne Gilpin, J.r. Winters, Jonathan Zambrano, Jane Muccini, Homer Mcclendon, Adam Yackeren.
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